Atria Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History

Atria Investments’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$793K	Sell	11,642 -258	-2%	-$18.3K	0.01%	1194
2025 Q4	$843K	Sell	11,900 -9	-0.1%	-$629	0.01%	1162
2025 Q3	$821K	Buy	11,909 +2,700	+29%	+$180K	0.01%	1153
2025 Q2	$589K	Buy	9,209 +2,072	+29%	+$124K	0.01%	1329
2025 Q1	$423K	Sell	7,137 -18,030	-72%	-$1.12M	0.01%	1443
2024 Q4	$1.54M	Buy	25,167 +16,418	+188%	+$1.01M	0.02%	792
2024 Q3	$525K	Buy	8,749 +1,985	+29%	+$115K	0.01%	1293
2024 Q2	$385K	Buy	+6,764	New	+$373K	0.01%	1441
2019 Q2	–	Sell	-41,430	Closed	-$1.32M	–	1001
2019 Q1	$1.32M	Sell	41,430 -10,983	-21%	-$338K	0.06%	284
2018 Q4	$1.48M	Sell	52,413 -14,387	-22%	-$439K	0.07%	223
2018 Q3	$2.18M	Buy	66,800 +11,446	+21%	+$368K	0.09%	210
2018 Q2	$1.7M	Buy	+55,354	New	+$1.7M	0.07%	260

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Atria Investments's EPS Position: Q1 2026 in Review

Atria Investments reduced its WisdomTree US LargeCap Fund (EPS) stake by 2.2% in Q1 2026, selling an estimated $18.3K and leaving 11,642 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #1194.

Atria Investments first reported a position in EPS in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2018. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Atria Investments held 11,642 shares of WisdomTree US LargeCap Fund worth $793K as of Q1 2026.
Atria Investments sold 258 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $18.3K.
WisdomTree US LargeCap Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1194 holding.
Atria Investments first reported a position in WisdomTree US LargeCap Fund in Q2 2018 and has held it in 12 quarters since.
Atria Investments's WisdomTree US LargeCap Fund position peaked at $2.18M in Q3 2018.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.